Open Maintenance Contract from Sales Line

  • New "Open Maintenance Contract" action available on Sales Order, Sales Invoice, and Posted Sales Invoice lines
  • One-click access to maintenance contract details directly from sales document lines
  • Action automatically enabled only when contract is assigned to line
  • Uses familiar "Agreement" icon for easy recognition
  • Automatically hidden if user lacks permission to view maintenance contracts

+How It Works+

Open a Sales Order, Sales Invoice, or Posted Sales Invoice. Select a line with an assigned maintenance contract (value in "Maintenance Contract No." field). Click the line action menu (three dots or right-click) and select "Open Maintenance Contract". The Maintenance Contract card opens displaying the related contract details.

Action Enablement:

  • Enabled only when maintenance contract number is assigned to line
  • Disabled (grayed out) for lines without contract assignments
  • Hidden if user lacks Read permission to Customer Maintenance Contract Header table
  • Only visible when Maintenance Invoicing module is active

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